Pak Ryan - Bukannya harga INCO yang jual matte harusnya lebih tinggi dari ferronickel? Ferronickel kayaknya kandungan nickelnya jauh lebihs edikit daripada nickel matte.
Salam - Aris 2007/5/7, Ryan Ariadi Suwarno <[EMAIL PROTECTED]>:
PT INCO jual "nickel in matte" dimana nickel content adalah 80%, jadi average harga nickel dikali dg 80%. Sedangkan "ferronickel" yang dijual ANTM adalah nickel nya lgs, jd bs pake harga pasar langsung.. Ryan Ariadi Suwarno Research Department - (021) 5261326 PT Dongsuh Kolibindo Securities JL H.R. Rasuna Said Kav. 1&2 Jakarta 12950 ----- Original Message ----- *From:* geraldus oen <[EMAIL PROTECTED]> *To:* [email protected] *Sent:* Monday, May 07, 2007 1:22 PM *Subject:* Re: [saham] INCO untung Q1 U$227,77 M - perampokan royalty Sell INCO Kenapa harga jual nickel PT INCO di bawah harga jual PT ANTM. Harga jual Nickel PT INCO $ 29.000 an harga jual Nickel PT ANTAM $ 35.000an Ada rekayasa keuangan, manipulasi ? Laporan keuangan INCO mengecewakan! --- beng <[EMAIL PROTECTED]> wrote: > Iya, payah banget nih INCO, termasuk perampokan > royalty ke negara. > > Di Lapkeu Q1nya tidak disebutkan berapa harga rata-2 > penjualan nickelnya > dan juga berapa MT nickel yang dijual. > > Kalau diitung berdasarkan produksi tahunan dibagi 4, > rata-2 harga > penjualannya (Q1 2007) dibawah US$25ribu /MT, > padahal harga wajar rata-2 > Q1 untuk kontrak yang paling panjang (27months) > sudah diatas US$26.6 > ribu /MT dan kalau yang 15 months kontrak sudah > diatas US$31ribu /MT. > Dari lapkeu nya disebut bahwa semua hasil nickel > matte-nya dijual ke > induk perusahan CVRD INCO & Sumitomo Metal, pantes > saja dijualnya murah > banget, apa pemerintah RI gak ada yang audit harga > nickel? > > Apa bisa mengajukan protest atas laporan keuangan Q1 > tersebut? > > > -----Original Message----- > From: [email protected] <saham%40yahoogroups.com> > [mailto:[email protected] <saham%40yahoogroups.com>] On Behalf Of > troyan troyan > Sent: Wednesday, May 02, 2007 3:13 PM > To: [email protected] <saham%40yahoogroups.com> > Subject: Re: [saham] Re: INCO untung Q1 227,77 M > > Ya dong.. profitnya jauh dibawah perkiraan pasar. > Apalagi market akan bearish besar sebentar lagi. > makanya segera SHORT INCO kalo gak mau rugi :)) > > --- Bettina Tan <bettina.tan@ > <mailto:bettina.tan%40gmail.com> > gmail.com> wrote: > > > kenapa cuman Pak? Bukankah hasilnya sangat bagus, > > apalagi harga nickel > > diprediksi akn mencapai 55.. > > > > On 5/2/07, laven_28 <[EMAIL PROTECTED] > <mailto:laven_28%40yahoo.com> > com> wrote: > > > > > > Inco cuman untung Q1 227,77 M bisnis indonesia > > hari ini.. > > > > > > --- In [EMAIL PROTECTED] > <mailto:saham% <saham%25>40yahoogroups.com> com > > <saham%40yahoogroups.com>, Joe Grunk > > > <[EMAIL PROTECTED]> wrote: > > > > > > > > 2309 GMT [Dow Jones] COMMODITIES SUMMARY: > Crude > > fell back after > > > failing to hold above $66, tracking gasoline > > futures; June Nymex > > > crude down $1.31 at $64.40/bbl after touching > > $66.15, Brent off 65 > > > cents at $67.00. Sell-off came ahead of weekly > EIA > > data Wednesday > > > expected to show build in crude supplies. "We > were > > sort of expecting > > > it after the recent rally," said Man Financial's > > John Kilduff. "What > > > we're seeing is some profit-taking after the > > recent run up. The > > > charts have been looking very toppy." RBOB > > gasoline shed 1.47 cents. > > > June Comex gold fell $6.20 to $677.30/oz, July > > silver 20.5 cents to > > > $13.37 as longs exited with oil lower; precious, > > base metals trade > > > thin amid holidays. > > > > > > > > July platinum +$2.50 at $1,300.90/oz, June > > palladium +15 cents at > > > $374.15. Spot gold down $3.70 at $674.55/oz. > > > > > > > > Base metals staged late rally led by copper, > > zinc, tin on CTA > > > buying, upbeat U.S. ISM manufacturing data; 2nd > > day of national > > > strike by Peru's National Federation of Mining, > > Metallurgy and Steel > > > Workers also helped. > > > > > > > > Copper +$230, lead off $10, zinc +$104, > aluminum > > down $14, nickel > > > +$900, tin +$225. (WJK) > > > > > > > > --------------------------------- > > > > Ahhh...imagining that irresistible "new car" > > smell? > > > > Check outnew cars at Yahoo! Autos. > > > > > > > > > > > > > > > > ,___ > __________________________________________________ Do You Yahoo!? Tired of spam? Yahoo! Mail has the best spam protection around http://mail.yahoo.com ------------------------------ No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.467 / Virus Database: 269.6.5/792 - Release Date: 5/6/2007 9:01 PM
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